Amy Lynn Shappell

Current Employers

Employment History

• 08/2012 → 12/2020
  Juetten Personal Financial Planning, Llc
  Seattle, WA
• 08/2012 → 05/2020
  Juetten Personal Financial Planning
  Bellingham, WA
• 05/2020 → 01/2021
  Garrett Investment Advisors, Llc
  Seattle, WA
• 01/2021 → 04/2025
  Retired
  Seattle, WA
• 04/2025 → Present
  Cgn Advisors, Llc
  Manhattan, KS
• 06/2026 → Present
  Xypn Sapphire
  Bozeman, MT
• 04/2025 → Present
  Equi Financial Planning
  Normandy Park, WA

Previous Registrations

• 2025-04-20 → 2026-07-02
  Cgn Advisors, Llc
  Seattle, WA
  Manhattan, KS
• 2020-06-01 → 2021-01-07
  Cgn Advisors, Llc
  Seattle, WA
  Manhattan, KS
• 2012-08-15 → 2020-09-01
  Juetten Personal Financial Planning, Llc
  Bellingham, WA
  Seattle, WA
• 2010-07-14 → 2012-08-20
  Lpl Financial Llc
  Bellevue, WA
• 2008-07-03 → 2010-05-17
  Mercer Global Advisors Inc.
  Bellevue, WA
• 2006-08-02 → 2008-06-26
  Mercer Advisors
  Bellevue, WA

Other Businesses

Amy Lynn Shappell and her husband held the mortgage on a house that they sold, so they received a payment every month from the buyer, consisting of principal and interest.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-07-26
• S65 Uniform Investment Adviser Law Examination
  2006-08-01

Designations

Other Names

• Amy Lynn Shappell
• Amy Lynn Pampuch